SMART Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

SMART Wealth’s Portfolio SPYG Stock Details SPYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$346K	Buy	3,536 +27	+0.8%	+$2.81K	0.1%	149
2025 Q4	$374K	Buy	3,509 +542	+18%	+$57.5K	0.11%	128
2025 Q3	$310K	Buy	2,967 +833	+39%	+$83K	0.12%	117
2025 Q2	$203K	Buy	+2,134	New	+$183K	0.06%	166
2023 Q1	–	Sell	-4,133	Closed	-$209K	–	83
2022 Q4	$209K	Buy	+4,133	New	+$215K	0.16%	81

Other funds holding SPYG

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

SMART Wealth's SPYG Position: Q1 2026 in Review

SMART Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.77% in Q1 2026, buying an estimated $2.81K and bringing the position to 3,536 shares worth $346K. The position accounts for 0.1% of the portfolio, ranked #149.

SMART Wealth first reported a position in SPYG in Q4 2022 and has held it in 5 quarters since. The position peaked at $374K in Q4 2025. 1,314 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

SMART Wealth held 3,536 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $346K as of Q1 2026.
SMART Wealth bought 27 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $2.81K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 0.1% of SMART Wealth's portfolio in Q1 2026, its #149 holding.
SMART Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2022 and has held it in 5 quarters since.
SMART Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $374K in Q4 2025.
1,314 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.